# Roche Financial Partners

Roche Financial Partners is a Multi Family Office based in Princeton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Princeton, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** rochefinancialpartners.com

## Regulatory record

- **CRD number:** 133604
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133604

## About

ROCHE FINANCIAL PARTNERS LLC is a state-registered investment adviser in PRINCETON, NJ. The firm manages approximately $73 million in regulatory assets. It has 1 employee and 1 investment adviser.

## People

- Joseph F. Roche — President & Chief Investment Officer

## Questions

### How does Roche Financial Partners source private market deal flow?

The firm sources private equity and venture capital opportunities primarily through long-term relationships with Boston-area general partners and placement agents. Roche does not operate an in-house business development team. Co-investments come inbound from fund managers that already count the firm as a limited partner, a model that favors selectivity over volume.

### What investment stages does Roche Financial Partners target?

In private equity, the firm targets the lower mid-market buyout space through fund commitments. On the venture side, it focuses on early-growth stage companies, usually post-revenue, via manager relationships concentrated on the East Coast. Public equity allocations center on large-cap value and dividend-oriented strategies.

## Related profiles

- [Rochester Financial Services](https://altss.com/profile/rochester-financial-services)

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Last updated: 2026-07-06T01:24:24.549Z

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